AllSquare Wealth Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

AllSquare Wealth Management’s Portfolio SHM Stock Details SHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$19.3K	Hold	400	–	–	0.01%	326
2025 Q2	$19.1K	Hold	400	–	–	0.01%	325
2025 Q1	$19K	Hold	400	–	–	0.01%	321
2024 Q4	$19K	Hold	400	–	–	0.01%	320
2024 Q3	$19.3K	Hold	400	–	–	0.01%	321
2024 Q2	$18.9K	Hold	400	–	–	0.01%	309
2024 Q1	$19K	Hold	400	–	–	0.01%	310
2023 Q4	$19.1K	Sell	400 -100	-20%	-$4.69K	0.01%	303
2023 Q3	$23.1K	Sell	500 -51	-9%	-$2.39K	0.02%	280
2023 Q2	$25.8K	Hold	551	–	–	0.02%	277
2023 Q1	$26.2K	Hold	551	–	–	0.02%	280
2022 Q4	$25.9K	Hold	551	–	–	0.02%	267
2022 Q3	$25K	Sell	551 -250	-31%	-$11.8K	0.02%	260
2022 Q2	$38K	Buy	+801	New	+$37.6K	0.03%	232
2022 Q1	–	Sell	-801	Closed	-$39K	–	530
2021 Q4	$39K	Hold	801	–	–	0.02%	255
2021 Q3	$40K	Hold	801	–	–	0.02%	247
2021 Q2	$40K	Hold	801	–	–	0.02%	260
2021 Q1	$40K	Hold	801	–	–	0.02%	253
2020 Q4	$40K	Hold	801	–	–	0.03%	221
2020 Q3	$40K	Hold	801	–	–	0.03%	219
2020 Q2	$40K	Hold	801	–	–	0.03%	209
2020 Q1	$39K	Hold	801	–	–	0.03%	182
2019 Q4	$39K	Hold	801	–	–	0.03%	212
2019 Q3	$39K	Hold	801	–	–	0.03%	212
2019 Q2	$39K	Hold	801	–	–	0.03%	216
2019 Q1	$39K	Buy	+801	New	+$38.7K	0.03%	217

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

AllSquare Wealth Management's SHM Position: Q3 2025 in Review

AllSquare Wealth Management held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q3 2025 at 400 shares worth $19.3K. The position accounts for 0.01% of the portfolio, ranked #326.

AllSquare Wealth Management first reported a position in SHM in Q1 2019 and has held it in 26 quarters since. The position peaked at $40K in Q3 2021. 382 funds tracked by Wall St. Rank hold SHM as of Q3 2025.

AllSquare Wealth Management held 400 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $19.3K as of Q3 2025.
AllSquare Wealth Management left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q3 2025.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #326 holding.
AllSquare Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2019 and has held it in 26 quarters since.
AllSquare Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $40K in Q3 2021.
382 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.